Data Upload Common Questions

PLEASE NOTE: These instructions are used for specifically for the new User Management interface. If you’re still using the classic interface, please use these instructions.

If you’d like to discuss upgrading to the new User Management interface, you can chat with one of our agents below or send an email to support@zerionsoftware.com and someone will reach out to you ASAP.

Table of Contents

• Who has the authority to give a user the ability to use the Data Upload Service?
• How do I give a user permission to upload data through the Data Upload Service?

Who has the authority to give a user the ability to use the Data Upload Service?

Users with the following policies have the authority to give users access to the Data Upload Service:

• Server Admin
• Company Admin
• Data Upload Server Admin
• Data Upload Admin

How do I give a user permission to upload data through the Data Upload Service?

In order to have access to the Data Upload Service, a user must first be given one of the following policies:

• Data Upload Server Admin: This user has the ability to upload data, manage uploads, and view status through the Data Upload Service across all profiles in a database.
• Data Upload Admin: This user has the ability to upload data, manage uploads, and view status through the Data Upload Service within his or her own profile.

This can be done when creating a user or when editing a user. In the below example, we'll walk through how to give permission to an existing user.

STEP 1. From the Admin Portal, click the Mega Menu and select User Management.

STEP 2. Search for the user you wish to edit. You can search using the following fields:

• Username
• First Name
• Last Name
• Email

STEP 3. Click the "eye" icon for the user you'll be editing.

STEP 4. Click Edit.

STEP 5. Click Assign Policies to move to the Policies page.

STEP 6. Click either Data Upload Admin or Data Upload Server Admin and click Review and Save.

STEP 7. Review your changes (you'll see the user has the new Policies) and click Save.